• Do you use QuickBooks?
• How do I know if QuickBooks is right for my business?
• Why use a training consultant if it's so easy?
• QuickBooks Classroom Training:
  - Setup and Maintenance Class
  - Accounts Receivable and Accounts Payable Class
  - Payroll Class

You’re in good company! In 2007, over 85% of businesses who bought retail accounting software chose QuickBooks. That's because QuickBooks is ranked as the #1 financial software for small business. It's the simplest way for businesses to track sales and expenses, perform payroll functions, manage inventory, and monitor cash flow and trends.

Our clients say they prefer QuickBooks because it’s fast, easy, and a good value. With QuickBooks, you can organize your paperwork while producing a wide range of meaningful reports that help you run your business - in a fraction of the time it takes to do books by hand.

Although it’s easy to get started doing your books with QuickBooks, many people have found that it’s not always so easy to figure out how to do it "best." As experienced QuickBooks consultants, we can help you:

• Work more efficiently and save time
• Ensure your books are accurate
• Better organize your records for tax preparation
• Set up your accounting system correctly
• Use more QuickBooks features
• Find time-saving solutions
• Get an objective "second opinion"
• Set up system safeguards and check your backup procedures

We offer different levels of service for your QuickBooks needs, including:

• In-house training
• On-site training
• QuickBooks classes
  • Class is conducted in a computer lab where each student is assigned a computer to complete the course work
  • Every student will receive step-by-step Student Workbook on how to simulate the procedures covered in class.

Let our Certified QuickBooks ProAdvisors help you get the most out of your QuickBooks software!

Can QuickBooks help you streamline your business? Which version is best for you – and how do you convert all of that paperwork into files that will make your job easier – not more complicated? How do you start to make sense of it all? Our QuickBooks ProAdvisors Paul Bell, James Koinis, and Teresa Ray are here to answer those questions – and more!

In this class, you will learn how to…

• Enter and modify your company information – what’s important and what’s not.
• Restrict other users from areas of QuickBooks that are “for your eyes only.”
• Set up a unique chart of accounts for your business, and what factors you should consider in choosing a numeral or an alphanumeric system.
• Enter opening balances and historical data into QuickBooks so that you can get your file up-to-date and moving forward.
• Set up fixed assets in a way that will benefit both you and your tax preparer.
• Set up your company’s payroll in QuickBooks.
• Enter historical payroll data into QuickBooks for mid-year setups.
• Explore options for backing up and restoring your company file to avoid accidental data loss.
• Set a closing date and password so that information from prior periods is not altered without your express knowledge and consent.

You will benefit from this class if…

• You need a better way to track your business finances.
• You have never used QuickBooks before and want to make sure you set it up correctly from the start.
• You currently have a QuickBooks file, but you were never really sure on the proper way to set it up and would like to clean it up.
• You want to change from manual to automated payroll processing.
• You use an outside payroll service and would like to do it yourself.

Sometimes it seems a small business owner’s work is never done! You are consumed with running your business during the day, and then you face mounds of bookkeeping when you go home. Using QuickBooks to track receivables and payables can help automate a lot of the paperwork that keeps you up at night.

In this class, you will learn how to…

• Set up customers/jobs to properly track revenue and amounts owed to you.
• Create and format a basic invoice.
• Record and properly match customer payments against outstanding invoices.
• Set up vendors to properly track expenses and accounts payable balances.
• Enter bills from vendors and set reminders for payment due dates.
• Use the QuickBooks check writing function with preprinted or blank check stock.
• Reconcile your bank account and learn common pitfalls to avoid.
• Utilize estimates and progress invoicing.
• Assess finance charges.
• Bill for client/customer costs.
• Use inventory.
• Set up memorized transactions.
• Set up sales tax.
• Customize forms.
• Use class tracking.
• Handle bad debts, credit memos and vendor refunds.
• Make the best use of QuickBooks’ in-depth reports to monitor business activities.

You will benefit from this class if…

• You’ve started a new business and would like to computerize your check writing and invoicing to customers.
• You are a self-taught QuickBooks user who would like to understand how to better configure QuickBooks for your business.
• You want to learn how to prepare highly useful reports that will allow you make important business decisions.
• You know how to enter checks and deposits in QuickBooks, but you know that QuickBooks has so much more to offer in the way of functionality and customization.
• Your business or responsibilities have changed, and you are ready to use portions of QuickBooks that you have not yet had a chance to utilize.

We’ve learned from experience that the payroll function is always the most challenging area of QuickBooks! You probably know QuickBooks can automate your payroll check writing and tax calculations while printing actual forms straight to your printer. However, proper setup, along with correct mapping of items to accounts, is a must.

In this class, you will learn how to…

• Process your company’s payroll and map accounts in QuickBooks.
• Ensure correct withholding and change payroll tax rates annually.
• Print paychecks using preprinted or blank check stock.
• Track and pay your payroll liabilities on time.
• Set up advanced payroll items, such as fringe benefits.
• Set up employee defaults.
• Utilize time tracking to pay employees and nonemployees.
• Make payroll adjustments.
• Use and modify payroll reports and learn which reports are most beneficial.
• Prepare quarterly and year-end payroll forms, including W2s and 1099s.

You will benefit from this class if…

• You want to change from manual to automated payroll processing.
• You use an outside payroll service and would like to do it yourself, while ensuring you are not penalized for late payments, inaccurate reports, etc.
• You currently use QuickBooks, but you never received formal training on the proper way to use the Payroll feature.
• You know how to run payroll in QuickBooks, but you don't know how to use QuickBooks to prepare monthly, quarterly, and year-end payroll forms.
• You want to know how to tie payroll into other areas of QuickBooks like billing for time spent on a job.